To answer your questions.... Q: What are some of the choices available for remote access to DQB?
A: There has been a growing number of choices. You will need to determine if you need access every day or just occasionally, whether you prefer to have a free service or pay a small fee for a higher level of service. Here are the ones we have been told are being used with DQB:
When remote access is occasional: Teamviewer (www.teamviewer.com): both free and fee-paid service levels
Remote Desktop Service: included with Microsoft Windows Chrome Remote Desktop: free app from Google, requires use of Chrome browser
When remote access is every day: My Quick Cloud (www.myquickcloud.com): free trial, then small fee, major advantages are 1) a dedicated station is not needed at the lab 2) ability to create limited desktops Logmein (www.logmein.com): free trial, then annual fee depending on level of service GoToMyPC (www.gotomypc.com): free trial, then annual fee depending on level of service To host QuickBooks and DQB on the internet:
Amazon Web Services (aws.amazon.com); fee depends on data usage and contract terms, one of the largest most secure services Q: Can we setup a special column on the QuickBooks statement for the patient name?
A: No, although DQB automatically transfers the patient name for each invoice, having a separate column is not an option within the QB statement template. Here, however, is how you can create the effect of a patient column within the transaction column. In the statement options, request just two fields to create columns of information: the invoice number and the patient name. This will give the dental office a clear identification for each transaction. Sample: INV #8625DL Bender, Jake INV #8904DL Anderson, Kay Q: When coordinating with the dental office, we sometimes want to determine what the invoice will be when entering/designing the case. Can we do this?
A: Yes. From the Action menu, you can simply select Preview to develop an invoice based on the case design and the customer's price level. This option does not save the preview. If you want to save the invoice so that the actual bill matches any commitments you make, choose Advance Bill. From Advance Bill, you can also generate an Estimate to provide an electronic or printed copy for the customer. When the case is invoiced, the program first checks to see if there is an advance bill to use.
|